Integrations Teamwork Desk Flexie CRM
Teamwork Desk + Flexie CRM

Connect Teamwork Desk and Flexie CRM to Build Intelligent Automations

Choose a Trigger

Teamwork Desk

When this happens...

Choose an Action

Flexie CRM

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Enable Integrations or automations with these events of Teamwork Desk and Flexie CRM

Enable Integrations or automations with these events of Teamwork Desk and Flexie CRM

Triggers

New Ticket

New Ticket

Triggers when a new ticket is created.

New Customer

New Customer

Triggers when a new customer is added.

Customer Updated

Customer Updated

Triggers when a customer's details are updated.

New Note on Ticket

New Note on Ticket

Triggers when a new note is added to a ticket.

Ticket Assigned

Ticket Assigned

Triggers when a ticket is assigned to a team member.

Ticket Unassigned

Ticket Unassigned

Ticket Unassigned

Actions

Create Customer

Create Customer

Creates a new customer

Assign Ticket

Assign Ticket

Assigns a ticket to a specific team member.

Link tasks to ticket

Link tasks to ticket

Link task to ticket

Unassign Ticket

Unassign Ticket

Unassigns the selected ticket.

Update Customer

Update Customer

Update Customer

Update Ticket

Update Ticket

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Frequently Asked Questions

How do I start an integration between Teamwork Desk and Flexie CRM?

To start, connect both your Teamwork Desk and Flexie CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in Flexie CRM (or vice versa).

Can we customize how data from Teamwork Desk is recorded in Flexie CRM?

Absolutely. You can customize how Teamwork Desk data is recorded in Flexie CRM. This includes choosing which data fields go into which fields of Flexie CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Teamwork Desk and Flexie CRM?

The data sync between Teamwork Desk and Flexie CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamwork Desk to Flexie CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamwork Desk and Flexie CRM?

Yes, you can set conditional logic to control the flow of data between Teamwork Desk and Flexie CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Teamwork Desk

About Teamwork Desk

Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.

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Flexie CRM

About Flexie CRM

Flexie CRM solution is built to help sales teams stay organized, nurture leads, close more deals, and improve overall productivity.

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